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217 results found

  1. Upload CSV/Excel/XLSX as editable content in PandaDoc

    71 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Not planned  ·  AdminKatie Hudson (Admin, PandaDoc) responded

    Hi there! Thank you for submitting your idea. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap. Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

    Thomas Hayes supported this idea  · 

  2. Salesforce, link PandaDocs to a custom Salesforce object

    26 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Thomas Hayes supported this idea  · 

  3. Recipient names can be set by other recipients

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Admin →
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    Thomas Hayes shared this idea  · 

  4. self sign links

    1 vote

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    0 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Admin →
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    Thomas Hayes shared this idea  · 

  5. General settings for workflow approval: Update approval workflow setup for multiple templates in bulk

    53 votes

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    6 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Admin →
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    Not planned  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

    Thomas Hayes supported this idea  · 

  6. Dashboard Approval

    13 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Admin →
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    Thomas Hayes supported this idea  · 

  7. References in the Pricing Table

    9 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Admin →
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    Thomas Hayes supported this idea  · 

  8. Ability to set text alignment for a field (center or right align)

    40 votes

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    7 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Thomas Hayes supported this idea  · 

  9. optional items for a dropdown field

    8 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Thomas Hayes commented  · 

    Option where more than one item can be selected from dropdown.

    Thomas Hayes supported this idea  · 

  10. Customize pricing table header

    24 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Thomas Hayes supported this idea  · 

  11. forms can be renamed by recipient

    5 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Forms  ·  Admin →
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    Thomas Hayes shared this idea  · 

  12. Change Document Status Within the Document

    67 votes

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    15 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Admin →
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    Not planned  ·  Molly Abrams responded

    Hi! We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

    An error occurred while saving the comment
    Thomas Hayes commented  · 

    A menu where you can change the status in the document, instead of going to the document view.

    Thomas Hayes supported this idea  · 

  13. Pass document public URL via Zapier

    47 votes

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    10 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Being evaluated  ·  AdminKatie Hudson (Admin, PandaDoc) responded

    Hi there! Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you

    Thomas Hayes supported this idea  · 

  14. HubSpot Access on Document upon Completion

    8 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Admin →
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    Thomas Hayes supported this idea  · 

  15. Ability to move through (tab) all fields - Required and Optional Fields (pointing optional fields)

    89 votes

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    10 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Admin →
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    Thomas Hayes commented  · 

    When all fields are optional they are a hard to see grey. It would be nice if they were colored, even when all were set to optional

    Thomas Hayes supported this idea  · 

  16. Tokens/Variables in saved messages / email body or subject

    188 votes

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    29 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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    Not planned  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    We wanted to share an update regarding tokens/variables in saved messages and email. After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."

    This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.

    We appreciate your understanding.

    Thomas Hayes supported this idea  · 

  17. Option to define the template which document was created from

    51 votes

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    5 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
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    Not planned  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. 

    However, if you need the info regarding which template your document was created from, please feel free to reach out to our Support team!

    Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

    Thomas Hayes supported this idea  · 

  18. Set default page size and margin to be applied with the theme

    21 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Thomas Hayes supported this idea  · 

  19. Lever

    12 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Thomas Hayes supported this idea  · 

  20. Block ' assign' fields

    5 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Thomas Hayes supported this idea  · 
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